Our Team

Meet the Team

We are your partner in financial health. We offer a full array of personalized financial services, including income tax preparation, bookkeeping services and accounting services. We provide these services in a professional, responsive and dependable way to individuals and closely-held businesses.

Margarita Ajello

Margarita Ajello

Staff Tax Preparer

Kathy-Ann Delucia, EA

Kathy-Ann Delucia, EA

Staff Tax Preparer

Yin Lui

Yin Lui

Staff Tax Preparer

Hubert Putra, CPA

Hubert Putra, CPA

Staff Tax Preparer

Michelle Zhu

Michelle Zhu

Staff Tax Preparer

Mark Tillson

Mark Tillson

Director of Operations

Linda Dreher

Linda Dreher

Office Manager

Brittany Azzolino

Brittany Azzolino

Administrator